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Delta Financial Group’s Waste Management WM Stock Holding History

Delta Financial Group’s Portfolio WM Stock Details WM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$358K Buy
1,581
+2
+0.1% +$443 0.08% 173
2024
Q4 		$319K Buy
1,579
+1
+0.1% +$215 0.07% 182
2024
Q3 		$328K Buy
1,578
+16
+1% +$3.34K 0.12% 95
2024
Q2 		$333K Buy
1,562
+38
+2% +$7.9K 0.14% 84
2024
Q1 		$325K Sell
1,524
-4
-0.3% -$786 0.1% 167
2023
Q4 		$274K Sell
1,528
-599
-28% -$100K 0.09% 173
2023
Q3 		$324K Buy
2,127
+371
+21% +$60K 0.11% 136
2023
Q2 		$305K Buy
1,756
+453
+35% +$74.9K 0.36% 62
2023
Q1 		$213K Buy
+1,303
New +$200K 0.08% 165

Other funds holding WM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Delta Financial Group's WM Position: Q1 2025 in Review

Delta Financial Group increased its Waste Management (WM) stake by 0.13% in Q1 2025, buying an estimated $443 and bringing the position to 1,581 shares worth $358K. The position accounts for 0.08% of the portfolio, ranked #173.

Delta Financial Group first reported a position in WM in Q1 2023 and has held it in 9 quarters since. 2,201 funds tracked by Wall St. Rank hold WM as of Q1 2025.

  • Delta Financial Group held 1,581 shares of Waste Management worth $358K as of Q1 2025.
  • Delta Financial Group bought 2 Waste Management shares in Q1 2025, an estimated $443.
  • Waste Management made up 0.08% of Delta Financial Group's portfolio in Q1 2025, its #173 holding.
  • Delta Financial Group first reported a position in Waste Management in Q1 2023 and has held it in 9 quarters since.
  • 2,201 funds tracked by Wall St. Rank held Waste Management as of Q1 2025.

Based on Delta Financial Group's 13F filing for Q1 2025, filed 9 May 2025.